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Clarity Asset Management’s United Bankshares UBSI Stock Holding History

Clarity Asset Management’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-731
Closed -$30.3K – 257
2026
Q1 		$30.3K Sell
731
-115
-14% -$4.78K 0.02% 159
2025
Q4 		$32.5K Buy
846
+8
+1% +$298 0.02% 122
2025
Q3 		$31.2K Buy
838
+9
+1% +$336 0.02% 129
2025
Q2 		$30.2K Buy
829
+14
+2% +$492 0.02% 127
2025
Q1 		$28.2K Sell
815
-411
-34% -$15.1K 0.02% 125
2024
Q4 		$46K Buy
1,226
+12
+1% +$472 0.03% 86
2024
Q3 		$45K Sell
1,214
-77
-6% -$2.81K 0.03% 91
2024
Q2 		$41.9K Buy
1,291
+220
+21% +$7.27K 0.03% 88
2024
Q1 		$38.3K Buy
1,071
+40
+4% +$1.41K 0.03% 113
2023
Q4 		$38.7K Buy
+1,031
New +$32.8K 0.03% 110

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CW
CrossGen Wealth Greenville, North Carolina $129M AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Clarity Asset Management's UBSI Position: Q2 2026 in Review

Clarity Asset Management sold out of United Bankshares (UBSI) in Q2 2026, closing a stake of 731 shares — an estimated $30.3K sold.

Clarity Asset Management first reported a position in UBSI in Q4 2023 and held it in 10 quarters. The position peaked at $46K in Q4 2024. 107 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Clarity Asset Management reported no remaining United Bankshares position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 731 United Bankshares shares in Q2 2026, an estimated $30.3K.
  • Clarity Asset Management first reported a position in United Bankshares in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's United Bankshares position peaked at $46K in Q4 2024.
  • 107 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.